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Investment Fraud 101: How to Protect Yourself From Fraudsters

Money Tree Investing

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Do You Think It's Wrong?

I think it's reading your clientel because at the end of the day, we're supposed to meet their financial needs. If they invited you to this and you've found out, look, you know, this was coming from something separate. It was not worth a fee. I'm a little bit more on your side of things. I don't throw big events for clients. I try to give the tie to the client when it comes to fees. And just one thing that people should understand is when you are at a firm, they are searching you and your connections. They are looking to see who you are linked in with, how do you appear on wellfacts. So when they

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